GE Aviation - SCP Training

Training Agenda Introduction to SCP PO Acknowledgment by Suppliers Schedule Commit by Suppliers Agreements Acknowledgement by Suppliers Creating and processing ASNs Demand (Planned Schedules) Advanced Topics Q & A

Introduction to SCP

Topics

• User Roles• Getting Started• User dashboard• Navigation menu options

User Roles in SCPUsers will be assigned Roles within SCP. Each role will

differentiate the users with tasks they are entitled to do within the system

Buyer Roles Supplier Roles

Buyer/CA View

Only

Buyer/CA

Super Buyer/C

A

Supplier Planner

Supplier Shipper

Super Supplier

Supplier Admin

View POsView SchedulesView AgreementsView ASNsPrint labels & ReportsBuyer/CA View Only Role +PO AcknowledgmentSchedule CommitsAgreement AcknowledgmentUpdate ASNsCreate NotesSupplier Parts MaintainBuyer/CA Role +Create ASNsCancel ASNsUpload ASNs

Buyer/CA View Only Role +PO AcknowledgmentSchedule CommitsAgreement AcknowledgmentCreate NotesSupplier Part MaintainBuyer/CA View Only Role +Create NotesCreate ASNsCancel ASNsUpload ASNs

Supplier Planner Role +Supplier Shipper Role

Getting StartedLog into SCP:1. Go to https://www.supplychainwebcenter.com and enter your SSO ID and password

2. Click Sign in to Authenticate The GE Aviation Supply Chain Web Center page will open

Getting Started3. On the left hand menu click on Planning/Schedules The navigation section will expand and display the Supplier Collaboration Portal link

near the bottom

Getting Started4. On the left hand menu click the Supplier Collaboration Portal link The Supplier Collaboration Portal web site will open displaying the legal disclaimer page

giving you option to Accept or Cancel. Accept to enter SCP application

SCP main pageUpon log-in, the default dashboard page will be displayed along with the navigation panel (main menu) on the left hand side

Navigation Panel

(Main Menu)

Dashboard

Understanding User dashboard

Dashboard is a collection of portlets. Portlets are the group boxes that holds transaction summary information

The dashboard has two tabs – Home and ASN. The Home tab contains the following portlets:

Message of the day: Will display generic messagesNotes: Shows all Notes assigned to the userPurchase Order Summary: Shows number of POs in various statusesAgreements Summary: Shows number of Agreements in various statusesPlanned Schedules Summary: Shows summary information of Planned ordersFirm Schedules Summary: Shows number of schedules in various statuses

The ASN tab has one portlet – Shipment Summary, which will show the number of ASNs in various statuses

Each summary information within the portlets are Saved Searches and clickable links. This will open the search results with the saved criteria

Navigation Menu options Home / My Pages- View dashboard or home page Notes- Create / send messages on transactions Administration - * User account creation, User roles,

carrier maintenance,. Demand – View bucketed demands, Planned Schedules Purchase Orders – Acknowledge POs, Commit Firm

Schedules, Acknowledge Agreements Shipments- Create ASNs, Ship ASNs, Print shipping

documents Integration- ** Import ASNs (in XML Integrations) Documentation- View system help documentations Other- Generate SCP reports, set user email

preferences Logout- Click to logout of the system

* Only availableto Administrators

** Not covered in this training

Agreement Acknowledgment by Suppliers

Topics

• Understanding Agreements • Locating Agreements• Printing PO PDF document • Accepting an Agreement• Rejecting an Agreement

Understanding Agreements Buyers create Agreements within Oracle (ERP) and Suppliers

acknowledge Agreements from SCP. There are four statuses associated with Agreements in SCP

Buyer creates

Agreement in

Oracle

Supplier Rejects

Agreement in SCP

Supplier Accepts Agreement in SCP

NEW REJECTED REVISED ACCEPTED

S C P

Buyer revises

Agreement

The Oracle (ERP) status associated with Agreements are: APPROVED, REQUIRES REAPPROVAL, REJECTED, HOLD, FROZEN, CANCELLED, OPEN, CLOSED

Locating Agreements - AA) Navigate from the dashboard portlet

1. Click on “New Agreements” link to locate all Agreements in New Status 2. This will open up Agreements (New) in a separate window

Locating Agreements - BB) Locate Agreements from Agreements Module search page 1. Click on Purchase Orders and then Search Agreements

menu from the navigation panel 2. Enter search criteria and click on Search

Search panel: Enter search criteria (For e.g.: Select ‘New’ within Agreement Status field to search for all

New Agreements

Printing PO (Agreement) PDF document

The PO (Agreement) Report can be generated in PDF formatTo generate the PO (Agreement) Document:

1. Locate the Agreement2. Hover over arrow next to the Agreement and choose Print PO PDF3. System will prompt to either save or open the PDF file4. You may Print, Save or Open the PDF file that is generated

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Accepting an Agreement Agreements with SCP status New, Revised or Rejected can be

“Accepted” by Suppliers. The agreement only needs to be accepted once unless it is revisedTo accept an Agreement:

1. Locate the Agreement to be acknowledged2. Print PO PDF Report (if needed to view detail data of the Agreement)3. Select Accept from the actions menu and click Go button -> The Agreement status will change to Accepted.

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Rejecting an Agreement Only those Agreements with SCP status New or Revised can be “Rejected”.To reject an Agreement:

1. Locate the Agreement to be acknowledged2. Print PO PDF Report (if needed, to verify data accuracy)3. Select Reject from the actions menu and click Go button

4. Select a Reject Reason Code and enter Reject Reason Details5. Click on Reject button -> The Agreement status will change to Rejected and an email will be sent to the buyer

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PO Acknowledgment by Suppliers

Topics

• Understanding Purchase Orders • Locating Purchase Orders• Printing PO PDF document• Accepting a Purchase Order• Rejecting a Purchase Order• Notes on Purchase Order

Understanding Purchase Orders

Buyers create Purchase Orders within Oracle (ERP) and Suppliers acknowledge POs from SCP.

There are four statuses associated with POs in SCP (The POs will also have an Oracle (ERP) status represented in a different column).

Buyer creates PO in Oracle

Supplier Rejects PO in SCP

Buyer revises PO in Oracle

Supplier Accepts

PO in SCP

Buyer Cancels

PO in Oracle

NEW REJECTED NEW ACCEPTED CANCELLED

S C P

The Oracle (ERP) status associated with POs are: Open, Hold, Freeze, Closed and Cancelled

Locating Purchase Orders - A

A) Navigate from the dashboard portlet1. Click on “New POs” link to locate all POs in New Status 2. This will open up POs (New) in a separate window

Locating Purchase Orders - B

B) Locate POs from Purchasing Module search page 1. Click on Purchase Orders and then Search Purchase

Orders menu from the navigation panel 2. Enter search criteria and click on Search

Search panel: Enter search criteria (For e.g.: Select ‘New’ within PO Status field to search for all New POs

Printing PO PDF document The PO Report can be generated in PDF formatTo generate the PO Document:

1. Locate the Purchase Order 2. Hover over arrow next to the PO and choose Print PO PDF3. System will prompt to either save or open the PDF file4. You may Print, Save or Open the PDF file that is generated

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Accepting a Purchase Order Only those POs with SCP status New and Oracle status Open can be

“Accepted” by Suppliers.To accept a Purchase Order:

1. Locate the Purchase Order to be acknowledged2. Review the content on the PO PDF (if needed, to verify data accuracy)3. Check the DPAS check-box (if applicable) This is required for US military contracts.4. Select Accept from the actions menu and click Go button -> The PO status and associated schedule statuses will change to Accepted.

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Rejecting a Purchase Order Only those POs with SCP status New and Oracle status Open can be “Rejected”.To reject a Purchase Order:

1. Locate the Purchase Order to be acknowledged2. Review the content on the PO PDF (if needed, to verify data accuracy)3. Select Reject from the actions menu and click Go button -> This will open the Reject reason page.4. Select a Reject Reason Code and enter Reject Reason Details5. Click on Reject button -> The PO status and associated schedule statuses will change to Rejected.

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Adding Note to a Purchase Order

PO Notes are messages that can be attached to a PO and emailed to other users within SCP When a note is created, the Notes summary portlet on the dashboard will be updated. Similar note can be created on Schedules and ASNs No technical or export controlled data should be included or attached in SCPTo add Note to a Purchase Order:

1. Locate the Purchase Order 2. Hover over arrow next to the PO and choose View Notes3. The Notes window will be opened – Select a reason for the notes creation; select To User; Type the Notes content; add attachments, if any; 4. Click on Save button -> The note will be emailed out to the recipient. Also, verify the Notes portlet on the dashboard.5. A Notes icon will be visible on the PO results page along side the black arrow, indicating a Note has been created 1

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Understanding Notes Status

Changing Note Status

• 1.Select note

• 3.Click change status

• 2.Select a status

• 4.Save status change

Status Types in

Notes Panel

OPEN (default) CLOSED

Status assignedTo every Note

When the note no longer needs

To be viewed.

Schedule Commit by Suppliers

Topics

• Understanding Firm Schedules • Locating Schedules• Committing Firm Schedules• Rejecting Firm Schedules• Splitting Commits• Download & Upload Commits

Understanding Firm Schedules

A firm schedule is a line of an approved PO. It is a request for parts for specific quantity and need-by-date.

There are six statuses associated with Firm Schedules in SCP (The Schedule will also have an Oracle (ERP) status represented in a different column).

Buyer create

Schedules in Oracle

Supplier Rejects

PO in SCP

Supplier Commits –

different date than need-by-

date

Buyer Cancels

Schedule in Oracle

NEW REJECTED REVISED MISALIGNED ACCEPTED CANCELLEDS C P

Supplier Commits -

same date as need-by-date

Buyer revise Schedules in Oracle. The revision can be of type Major or

Minor

The Oracle (ERP) status associated with Schedules are: Open, Hold, Freeze, Closed, Pending and Cancelled

Revised status – Major vs. Minor

A Schedule line in Revised status, can have two type of revisions – Major or Minor, as denoted in the Revision Type column. Any revisions to the following fields will result in the schedule status being ‘Revised (major)’:

PO Header: Payment Terms PO Line: Item Revision, Unit Price, Government Contract Schedule: Quantity Increase, Ship to Location, Bill to Location Distributions: DPAS Rating A new PO line shipment that is added to an existing PO. Major Revisions require the Supplier to Accept or Reject the schedule

All other field revisions will result in the schedule line status to be ‘Revised (minor)’.

Locating Firm SchedulesA) Similar to locating POs, the schedules could be located by clicking on

the dashboard portlet linksB) Locate Schedules from Purchasing Module search page 1. Click on Purchase Orders and then Search Schedule Lines menu

from the navigation panel 2. Enter search criteria and click on Search

Search panel: Enter search criteria (For e.g.: Select ‘Revised’ within Schedule Status field to search for all Revised Schedules

Committing Firm Schedules The schedules are initially committed when the associated PO is acknowledged.

The schedules in New status can be committed only by PO acknowledgement. Suppliers can also change the commit dates on schedule lines in Accepted,

Misaligned and Revised (minor) statuses Suppliers are required to commit against Revised (major) schedule linesTo commit a Firm Schedule:

1. Locate the Schedule line in Revised (major) status, to be committed2. Select a valid commit date3. Select Accept from actions menu and click Go -> The schedule status will change to either Accepted or Misaligned, based on commit date being different from need-by-date

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Rejecting Firm Schedules Whenever a PO header is rejected, all associated schedule lines of that PO will be auto

rejected along with. At the schedule level, Supplier can reject only a Schedule line that is in Revised

(major) status.To reject a Firm Schedule:

1. Locate the Schedule line in Revised (major) status to be rejected2. Select Reject from actions menu and click Go -> This will open the Reject reason page.3. Select a Reject Reason Code and enter Reject Reason Details4. Click on Reject button -> The schedule status will change to Rejected.

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Split Commits Supplier has the option of entering multiple commit dates against schedule lines resulting in

splitting the schedule lines Split commits can be entered only on schedules with status in Accepted, Misaligned or RevisedTo split commits on a Firm Schedule:

1. Locate a Standard Schedule line for split commits2. Hover over arrow next to the schedule line and choose Split Commits -> This opens up the schedule details page with the split tab3. Enter the split information -> the sum total of the split quantities should be equal to the original line quantity4. click on Split button

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Split Commits…continued. The sum total of the split quantities should be equal to the original schedule line

quantity New schedule lines will be created depending on the split information The newly created schedule lines will have SCP status of ‘Misaligned’, as the

split commit dates will be different from the original need-by-dates.

Split Commits on Blanket PO Schedule lines:- The newly created schedule lines with the SCP status of ‘Misaligned’, will have the Oracle status as ‘Pending’.- a temporary release number (for e.g.: 1.1) will be assigned to the new schedule line- Once the ‘Pending’ lines are synchronized with Oracle, the ‘Pending’ status will change to the status within Oracle.

Download Schedules System let users download schedule data into CSV format (which can be opened

in Notepad or Excel)To download Schedules:

1. Click on Purchase Orders -> Search Purchase Orders and access Schedule search form2. Enter your search criteria and Select Download As option CSV and click on Search button3. System generates CSV file. Option to Save the file or Open in Excel

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Upload Commits Commit information can be uploaded in CSV format Commit information can be uploaded only on schedules in Accepted, Misaligned

or Revised statusesTo upload commit:

1. Download schedules information – Select Download as CSV, Select Download results folder and Click on Search2. Save the CSV file and edit the commit information3. Click on browse button for Upload and select the edited CSV file4. Click on Import button

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Creating and Processing ASNs

Topics

• Understanding ASNs • Creating ASN• Locating ASNs• Editing and Shipping ASN• Cancelling an ASN• Printing Shipping Documents

Understanding ASNs Suppliers are expected to send Advanced Shipment Notices (ASN) for the

schedules shipped within SCP. ASN consists of Packages - The schedule quantities are ‘packed’ within

Packages. One pack label will be generated for each ASN. The PO must be accepted before an ASN can be created for any PO scheduleThere are four statuses associated with ASNs in SCP.

Supplier creates ASN in

SCP

Supplier ships ASN in

SCP

Buyer receives shipment

s in Oracle

OPEN SHIPPED RECEIVED CANCELLEDS C P

Supplier cancels ASN

in SCP

Schedule Ship Status - AuthShip

The schedule ship status will change to AuthShip whenever the schedule line satisfies the business shipping requirements and eligible to be shipped (i.e. with open quantity).

Following are the AuthShip date windows:

No ASN can be created until the schedule is in an AuthShip status.

* For GE Muskegon, this value may be set for 5 business days. For other business units, this may be set for 10 business days

Creating ASN ASN can be created from a schedule line that has a ship status of AuthShip ;

The Net Due column on the schedule line should have a positive quantity as well.To create an ASN:

1. Locate the Schedule line for creating ASN, from Purchase Orders -> Search Schedule Lines2. Find the schedule line AuthShip status; make sure the schedule line has a Net due quantity3. Select the schedule line , then from actions menu select Create Shipment and click Go button -> This will open the Create Shipment window.

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Creating ASN…continued 4. Enter Quantity to Ship, Quantity per Container and Manufacture Lot Number. You may select the Country of Origin here or fill that information later.5. Number of packages created within the ASN will be based on the Quantity per Container entered. Click on Create button. One pack label will be generated for each package.6. This will close the Create Shipment window and open the Edit Shipment window – a new ASN has been created

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New ASN has been created.Two packages are created based on the

following values:Quantity to Ship = 4

Quantity per Container = 2

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Creating ASN…continued 7. Enter all mandatory information and click on Save button to save ASN for now

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Note: The packing slip entered here will become part of the invoice number in iSupplier Portal (SSS AP) When the ASN is received an invoice will be generated automatically and payment will be made via electronic funds transfer (EFT)

Locating ASNsA) ASNs could be located by clicking on the dashboard portlet links within the ASN

tabB) Locate Schedules from Purchasing Module search page 1. Click on Shipments and then Search Shipments menu from the navigation panel

2. Enter search criteria and click on Search

Search panel: Enter search criteria (For e.g.: Select ‘Open’ within Status field to search for all Open ASNs

Editing and Shipping ASNsOnce ASNs are located within the search page, open the ASN to edit and ship.To open an ASN: 1. Locate the ASN, from Shipments -> Search Shipments

2. Search and select the specific ASN3. Hover over the arrow next to ASN and click Shipping Details -> This will open the Edit Shipment window

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Editing and Shipping ASNs…continued 4. Enter all mandatory fields on the Edit Shipment window

5. Click on Save button -> If all mandatory data is entered, the Print Label buttons are enabled

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Editing and Shipping ASNs…continued 7. Print Pack Labels -> this will generate labels in PDF format (one pack label generated for each package) 8. Print Packing Slip report -> this will generate the Packing slip report in PDF format 9. Click on Ship button -> this will change the ASN status to Shipped

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Cancelling an ASN ASNs can be cancelled from the search results page When an ASN is cancelled, all associated packages are cancelled and removed

from the ASN. Only ASNs in Open and Shipped status can be cancelled.To Cancel an ASN:

1. Locate the ASN, from Shipments -> Search Shipments2. Search and select the specific ASN3. Select the ASN and from the actions menu, choose Cancel4. Click Go button and click Ok to confirm -> This will change the status of the ASN to Cancelled. All associated packages of the ASN will be cancelled as well and no actions can be taken on the ASN

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Printing shipping documents There are multiple ways to print Shipping documents

1. Print labels and documents from Edit Shipment page (covered earlier)2. Print single document from the context menu option3. Mass printing of documents

To print a single shipping document:1. Locate the ASN you want to print documents for.2. Hover over the arrow next to the ASN and choose the required document print option3. The report/labels will be generated in PDF format for you to save or print

Packing List: to generate the Packing List

report in PDF format

Print Pack Labels: to generate the bar-coded

Pack Labels of the ASN in PDF format

Commercial Invoice: to generate the Commercial Invoice in PDF format

Printing shipping documents…continued

SCP provides the option to mass generate Shipping Labels and documents (Packing Slip & Commercial Invoice) across multiple ASNs

To mass print a shipping document:1. Locate the ASNs you want to print documents for.2. Select the ASNs by clicking the checkboxes3. Select the mass printing action from the action list and click Go button

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Demand(Planned Schedules)

Topics

• Understanding Planned Orders/Demand • Search Demand• Adding Notes to Buckets• Search Planned Schedules

Understanding Planned Orders/Demand

A planned schedule is an outlook of parts required in the future to complete the manufacturing process.

Planned schedules are not tied to purchase orders.

Planned schedules are accessible from the Demand menu within SCP.

The planned schedules are retrieved from Oracle (ERP) planning system and displayed in two formats within SCP – Demand buckets and Planned Schedules.

The planned schedules displayed within the Demand module is for informational purpose only and requires no action from the users.

Search Demand The bucketed demand page shows the summary of planned schedules over periodic

buckets. To locate the demand buckets:

1. Click Demand, then Search Demand from the menu. 2. Enter search criteria and click Search.

The demand against each item will be listed in bucketed view – 8 weekly buckets and 10 monthly buckets, which gives a total of 1 year (rolling year) worth of demand data from Oracle MRP. The First week shown will be the week encompassing the current data. The weekly data (8 weeks) is displayed along with the remaining data rolled up into months.

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Adding Notes to Buckets Users may create Notes on Demand bucket rows for other users to view. Notes can be

created to send out as email message to multiple recipients.

To add a Note to a Demand bucket row:1. Select the row/item on which Note is to be added2. Hover over the arrow next to the Item number and choose View Notes from the context menu.

This opens up the Notes page.3. Add a new note and click Save.

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Search Planned Orders In addition to using dashboard’s preconfigured searches, there are two other ways to locate

the planned schedules.

To locate the Planned Schedules from Demand bucket page:1. From the Demand search results, locate the demand row/item. Hover the arrow and from the context menu click on View Planned Orders. 2. This will open up the Planned Orders search window; with the planned schedule lines that were rolled up into the specific demand bucket row/item.

Search Planned Orders (Cont) To view the details of the planned schedules from the search results:

1. Locate the planned schedule. Hover the arrow and from the context menu click on Details. 2. This will open the Planned schedule detail window

To view the details of the planned schedules from the search results:1. Locate the planned schedule. Hover the arrow and from the context menu click on Details. 2. This will open the Planned schedule detail window

Advanced Topics

Topics

•

Schedule Commit by Suppliers

Topics

• Schedule/Order Details

Viewing Schedule detailsTo view schedule details:

1. From the Results folder, hover over the arrow next to schedule line and click on View Details 2. This will open up the order Details page

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Schedule details page

PO and Schedule main

details

PO and Schedule additional tabular details

Print : To print PO PDFView attachments: to view PO

header attachmentsSave: to save any field updatesClose: close the details page

Schedule details page…continued

Shipping Details tab: Contains all shipping related information from the purchase order, including Shipping addresses, Freight terms etc

Billing Details tab: Contains all invoice related information from the purchase order, including Billing addresses, Payment terms etc

Notes tab: This tab can be used to create notes on schedules. The tab will also list all existing notes

Split Line tab: This tab is used to enter split commits. After entering the split commit information, the Split button needs to be clicked.

Schedule details page…continued

Collaboration History: This tab audits the Schedule field value changes. The audit provides information of what was changed, the change date/time and the user who made the change

Following are the only fields that will be audited: Schedule quantity, Commit date, Price, Item revisions, PO Terms, Ship To location, Need By date, DPAS Code, Project task

Receipt History: This tab will keep track of all receipt information happened in Oracle against the schedule line.

Creating and Processing ASNs

Topics

• International ASNs • Drop-ship ASNs• Adding Schedules to ASN

Adding schedules to ASN Schedules with ship status of AuthShip and due quantities, can be added to existing ASNs. To add schedules to an existing ASN, the ASN needs to be in Open or Shipped status The schedules should have the same Ship To and Ship From address as the existing ASNTo add schedule to an ASN:

1. Locate the Schedule line for creating ASN, from Purchase Orders -> Search Schedule Lines2. Find the schedule line AuthShip status; make sure the schedule line has a Net due quantity3. Select the schedule line , then from actions menu select Add to Shipment and click Go button -> This will open the Add to Shipment window.

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Adding Schedules to ASN…continued

4. On the Add to Shipment window, enter the ASN/Shipment number to which the schedule will be added5. Enter the Quantity to Ship, Quantity Per Container, MFR Lot Number and Country of Origin. Click on Add button6. This will close the Add to Shipment window and open the Edit Shipment window, with the new schedule added to the ASN

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The schedule was added to the existing ASN as one package (#2930), as per

the following data entry:Quantity to Ship = 1

Quantity per Container = 1

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Adding Schedules to ASN…continued

7. Click on Save button to save ASN for now

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International ASNs Any ASN with a Ship From Country different from the Ship To Country is

considered as an International ASN. Commercial Invoice document is required for all International ASNs The Commercial Invoice Detail fields are automatically enabled and required on

the Edit Shipment page of an International ASN Supplier is required to generate the Commercial Invoice report and ship along

with the International shipmentCommercial Invoice Details section is

enabled on an International ASN. The fields marked * are

mandatory to ship this ASN.

The Print PDF button is also enabled. This will

generate the Commercial Invoice in PDF format,

which can be printed or saved .

Understanding (Unplanned) Drop-ships

Shipments can be created by a supplier and drop shipped to another supplier or warehouse as per GE requirement.

The Drop-ship indicator is captured on the Edit Shipment page during ASN creation or editing

Drop ship Scenario - 1

Supplier-A creates Drop

Ship ASN

Drop ship to a SCP Supplier (Supplier-B)

Supplier-B gets access to

ASN

Supplier-A Ships ASN

Supplier-B updates Drop Ship Receipt

Date on ASN & Save

Drop Ship Scenario - 2

Supplier-A creates Drop

Ship ASN

Drop ship to a non-SCP Supplier (Supplier-C)

Supplier-A Ships ASN

Buyer updates Drop Ship

Receipt Date on ASN &

Save

Drop-ship ASNs…continuedTo indicate (unplanned) drop-ship ASN: 1. Edit an ASN in Open status

2. Check the Drop Ship radio button to ‘Yes’ -> this will enable the ‘Drop Ship fields’. You may select a SCP supplier as the drop-ship supplier (if you don’t select a SCP supplier, it is assumed that buyer will update the Drop ship receipt date)3. Click Save button -> this will make the ASN available for the drop ship supplier to access within SCP; the Drop ship Receipt Date field will be enabled for the drop-ship supplier to update

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Supplier Part Maintenance

Topics

• Supplier Part Maintenance• Updating Supplier Part Information• Download Supplier Part Information• Upload Supplier Part Information

Supplier Part Maintenance Suppliers can maintain their parts within SCP for on-hand quantity and lead

times. All transactions, including POs, Schedules, ASNs etc can be searched using

supplier part numbers as long as the data is configured within SCP.

To locate Supplier Parts:1. Click on Supplier Part Numbers menu from the navigation panel 2. Enter search criteria and click on Search

Search panel: Enter search criteria (For e.g.: Enter Supplier Part Number and search for a specific supplier part number

Updating Supplier Part InformationTo edit details on Supplier parts:

1. Locate the Supplier part2. Edit the details on the record. Fields edited-> On hand quantity, Mfg Lead Time, Mat Lead Time, Part number and Part description 3. Then select Save from the actions menu and click Go button

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Download Supplier Part Information System let users download the supplier part information in CSV format (which can

be opened in Notepad or Excel files)To download Supplier Part information:

1. Click on Supplier Part Numbers menu from the navigation panel 2. Enter search criteria and select ‘CSV’ from Download As list3. Select Download from the Results Folder4. Click on Search -> this will generate the CSV file and give you the option of save or open in Excel5. Click Open button to open in Excel

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Upload Supplier Part Information System let users upload the supplier part information in CSV format, avoiding data entry on the form This feature is useful if the supplier has lot of data and need to use tools like Excel for easy edits. You may use the downloaded file to make your edits and upload back

To upload Supplier Part information:1. Click on Supplier Part Numbers menu from the navigation panel 2. Click on Browse button to select the CSV file to upload3. Select the CSV file4. Click on Import button- > this will update the records in the system. If there are errors in the file, no updates will be made. You will have to correct the file and re-import

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System Navigation & Personalization

Topics

• Search and Results folders• Saved Searches• Personalizing user dashboard

Search and Results Folders Search Panel

Results Panel

Check box

Options IconSave IconEdit Icon

Delete IconShare Saved Search Icon

Context Menu

Action List

Creating Search Folders The search folders define the layout of the Search panel and let you personalize

the Search panel.To create a personal Search Folder:

1. Start from any of the Search folders. For e.g.: PO search folder2. Click on the Edit User Folders icon -> This will open up folder Details form3. Select fields from ‘Available fields’ list and move to ‘Selected Fields’ list or remove fields the other way. The fields within ‘Selected Fields’ list will be the ones included in your personal folder

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Select field and click Add

button

Creating Search Folders…continued

Creating Search folders…continued4. Once you have finalized on the list of fields, enter a Personal folder name. For e.g.: MySearchFolder5. Click Save -> this will close the Folder details window and your personal folder will be created. Note: The new folder will be appended with your user name

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The New personal folder is displayed

in the Search Folder list-> The

layout of the search panel has

been changed with the updated

fields.

Creating Results Folders The results folder define the layout of the Results panel and let you personalize

the results panel.To create a personal Results Folder:

1. Start from any of the Result folders. For e.g.: PO results folder2. Click on the Edit User Folders icon -> This will open up folder Details form3. Select fields from ‘Available fields’ list and move to ‘Selected Fields’ list or remove fields the other way. The fields within ‘Selected Fields’ list will be the ones included in your personal results folder. Enter a personal folder name4. Click Save button -> -> this will close the Folder details window and your personal folder will be created. Note: The new folder will be appended with your user name1

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Editing Folders Both Search and Results personal folders can be edited.To edit an existing personal Folder:

1. Select the appropriate personal folder from the list (Search or Results Folder)2. Click on the Edit User Folders icon -> This will open up folder Details form3. Edit the fields and Click Save button -> this will close the Folder details window and your personal folder will be modified

To delete an existing personal folder:4. Select the appropriate personal folder from the list and click on the Delete icon

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Understanding Saved Searches

Saved searches enable you to save the search criteria along with your personal folders for later use.

Saved Search Controls

Saved Search List: List of existing Saved Searches Save icon: To create a new Saved Search Delete icon: To delete the current Saved Search Options icon: Options to set the default Saved Search and number of rows

in results folder Share Saved Search icon: To share your Saved Search with other users

Creating Saved SearchTo create a saved search:

1. On the search folder, enter your search criteria 2. Click on the Save icon3. Enter the saved search name and click OK4. The new saved search appear in the List. Whenever that saved search is selected, the search criteria automatically gets populated in the fields. Also, the personal folders will be selected

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Setting default Saved Search

To set the personal saved search as your default on the search page:1. On the search folder click on the Options icon2. Within the Configure Page Options, select the Saved Search, max results per page and click Save button3. Click Close button

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Sharing Saved SearchTo share your personal saved searches with other users in the system:

1. On the search folder click on the Share Saved Search icon2. Within the Share window, select the Saved Search from the list3. Select the users from the list and click on Share button4. Click Save button

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Personalizing User dashboard

Saved Searches can be added as dashboard portlet items as part of personalization.

To add a saved search to user dashboard:1. Access the user dashboard 2. Hover over the Purchase Order Summary portlet and click on preferences option. 3. Select the newly created Saved Search (e.g.: Smith’s POs) ; Click the right arrow to move the Saved Search on to the right side and Click on Save button4 The dashboard will be refreshed with the portlet having the new Saved Search item

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Reports & Email Notifications

Topics

• SCP On-demand Reports• Email Notifications• User email preferences

SCP On-demand Reports There are several reports configured within SCP Certain reports are accessible only for GE users, whereas others are accessible

for Buyers and Suppliers. The reports can be generated in two formats: CSV (Excel) and PDF Following are the available reports:

Accessible only for GE Users: Commit to Shipment Comparison Report Shipment to Receipt Comparison Report Supplier Performance Summary Report Supplier Performance Detail Report Supplier Stability Report Premium Transportation Usage Report Supplier Response Time Report

Accessible for GE Users and Suppliers: Supplier Delinquency Report Schedule Shipment Past Due Report Schedule Misaligned Report Consolidated Firm & Planned Schedules Report PO Audit History Report

SCP On-demand Reports…continued

To run an On-demand report:1. Click Other and then On-demand Reports from the Navigation panel2. From the Report Name list, select the report you want to execute and the output format of the report3. Click Ok button - > This will display the parameter fields on the report (displayed here is a sample report) 4. Enter the parameter values and click Ok button

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SCP Email Notifications There are four email notifications configured within SCP Users has the option to choose the type of email notifications and at what

schedule – Immediate, Daily or Weekly Following are the available user notifications:

New PO Summary Notification – only for Suppliers Rejected PO Summary Notification – only for Buyers Revised-Major Schedule Summary Notification – only for Suppliers Rejected Schedule Summary Notification - only for Buyers

SCP Email Notifications…continued

To configure email notifications:1. Click on Other and then Preferences -> this will open the User preferences page2. Supplier user will have access only to Supplier tab and Buyer user will have access only to Buyer tab3. Select the report and the schedule of the report (Immediate, Daily or Weekly) and then click Save button

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